JFA
IEFA icon

JNBA Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JNBA Financial Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Hold
14,557
– – 0.11% 80
2026
Q1 		$1.32M Buy
14,557
+1,413
+11% +$132K 0.11% 79
2025
Q4 		$1.18M Buy
13,144
+45
+0.3% +$3.98K 0.1% 86
2025
Q3 		$1.14M Hold
13,099
– – 0.1% 85
2025
Q2 		$1.09M Sell
13,099
-250
-2% -$19.8K 0.11% 85
2025
Q1 		$1.01M Sell
13,349
-341
-2% -$25.5K 0.1% 85
2024
Q4 		$962K Buy
13,690
+1,182
+9% +$87.2K 0.1% 90
2024
Q3 		$976K Sell
12,508
-668
-5% -$50K 0.1% 88
2024
Q2 		$957K Sell
13,176
-99
-0.7% -$7.29K 0.1% 90
2024
Q1 		$985K Sell
13,275
-773
-6% -$55K 0.1% 96
2023
Q4 		$988K Buy
14,048
+445
+3% +$29.3K 0.11% 97
2023
Q3 		$875K Sell
13,603
-266
-2% -$17.8K 0.11% 101
2023
Q2 		$936K Buy
13,869
+913
+7% +$61.9K 0.11% 103
2023
Q1 		$866K Buy
12,956
+118
+0.9% +$7.74K 0.11% 105
2022
Q4 		$791K Buy
12,838
+4,754
+59% +$280K 0.11% 106
2022
Q3 		$426K Sell
8,084
-3,725
-32% -$219K 0.07% 130
2022
Q2 		$695K Buy
11,809
+7,380
+167% +$473K 0.11% 108
2022
Q1 		$308K Buy
4,429
+134
+3% +$9.48K 0.04% 159
2021
Q4 		$321K Sell
4,295
-147
-3% -$11K 0.04% 163
2021
Q3 		$330K Buy
4,442
+593
+15% +$45.1K 0.04% 156
2021
Q2 		$288K Buy
3,849
+490
+15% +$37K 0.04% 163
2021
Q1 		$242K Buy
3,359
+242
+8% +$17.3K 0.04% 174
2020
Q4 		$215K Buy
3,117
+249
+9% +$16.1K 0.04% 171
2020
Q3 		$173K Buy
2,868
+160
+6% +$9.65K 0.03% 162
2020
Q2 		$155K Buy
2,708
+934
+53% +$50.6K 0.03% 161
2020
Q1 		$89K Buy
1,774
+1,645
+1,275% +$97.9K 0.02% 181
2019
Q4 		$8K Hold
129
– – ﹤0.01% 463
2019
Q3 		$8K Hold
129
– – ﹤0.01% 428
2019
Q2 		$8K Hold
129
– – ﹤0.01% 456
2019
Q1 		$8K Buy
129
+70
+119% +$4.13K ﹤0.01% 418
2018
Q4 		$3K Sell
59
-6,191
-99% -$363K ﹤0.01% 461
2018
Q3 		$400K Buy
+6,250
New +$398K 0.18% 87
2016
Q4 		– Sell
-7,423
Closed -$409K – 873
2016
Q3 		$409K Buy
+7,423
New +$401K 0.06% 115

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

JNBA Financial Advisors's IEFA Position: Q2 2026 in Review

JNBA Financial Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 14,557 shares worth $1.41M. The position accounts for 0.11% of the portfolio, ranked #80.

JNBA Financial Advisors first reported a position in IEFA in Q3 2016 and has held it in 33 quarters since. 951 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • JNBA Financial Advisors held 14,557 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q2 2026.
  • JNBA Financial Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.11% of JNBA Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • JNBA Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 33 quarters since.
  • 951 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.